Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Hold
1,182
0.03% 84
2025
Q1
$374K Hold
1,182
0.02% 84
2024
Q4
$399K Sell
1,182
-1,438
-55% -$485K 0.02% 85
2024
Q3
$835K Buy
+2,620
New +$835K 0.04% 84